Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $250,000
Specialties
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Annuities
- Asset Allocation
- Estate Planning
- Investment Management
- Employee Benefits
- Mutual Funds
- Real Estate
- Insurance
- Retirement
- Stocks & Bonds
- Long-term Care
- Sudden Wealth
How Planner Charges
Considerations: I focus on Fee Based planning but can offer Commission based if the option is warranted
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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300 E Esplanade Dr
Ste 1790
Oxnard
CA
93036
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Select
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300 E Esplanade Dr
Ste 1790
Oxnard
CA
93036
|
|
Select
|
|
300 E Esplanade Dr
Ste 1790
Oxnard
CA
93036
|
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